Agent Desk Mortgage Protection Leads

The Agent Desk Mortgage Protection Leads package provides access to individuals and families who have recently taken on a mortgage and expressed interest in protecting their financial future. These leads represent one of the most established and reliable markets in insurance, as homeowners look for solutions that safeguard their families and their largest financial commitment.

Each package includes access to our integrated CRM, giving agents the ability to manage, track, and organize outreach with clarity and efficiency. Weekly training sessions are also included, offering professional guidance on how to approach and present mortgage protection in ways that resonate with homeowners.

What makes this package unique is exclusive access to a true mortgage protection product. This solution allows agents to enter the mortgage’s interest rate, balance, and remaining term, and automatically builds a decreasing term structure that mirrors the amortization schedule of the loan. The result is a product precisely aligned with the homeowner’s financial obligation, offering authentic protection that tracks alongside the mortgage itself.

Agent Desk Mortgage Protection Leads combine targeted data, advanced tools, structured training, and exclusive product access—equipping agents to deliver mortgage protection in its truest and most effective form.

Agent Desk Mortgage Protection Leads Include:

• Targeted Mortgage Protection Leads – Homeowners with new mortgages who have expressed interest in coverage.

• Integrated CRM Access – A streamlined platform for professional lead management and organized outreach.

• Weekly Training Sessions – Guidance from experienced trainers on presenting mortgage protection effectively.

• True Mortgage Protection Access – Exclusive product that matches decreasing term coverage directly to mortgage amortization, based on rate, balance, and remaining term.

• Plug-and-Play Setup – Immediate access to leads, tools, and training with minimal setup required.
  
  Due to the exclusive and consumable nature of leads, we do not offer refunds once leads or calls have been delivered. However, if you experience any technical issues with setup or CRM access, our support team will resolve them immediately.